Touch reports give answers by 'touching' a single key.
For Customers
Touch reports give an immediate summary of charges, payments and purchases for a customer.
Touch H (History) for an Instant Review of Purchases.
Touch H (History) to see a summary of purchases by a customer. This lets you know, while they are in the store, which products they prefer and how often they visit. See the buying patterns for each customer, how often they visit the store, and their preferences. The total value to your business.
Touch O (Owe) for an Instant Financial Summary.
Touch O (Owe) to see a financial summary for customers that charge on account. This saves many trips to file cabinets and riffling through stacks of invoices and payments. See an instant recap of a customer's charges, payments and account balance. Transactions can be recalled and printed at any time with all the original detail.
Customer Charge Account Status
Touch F5 (notes) to see a summary of contacts with the customer. Record birthdays, anniversaries, bridal registry, service contracts, contacts and any information that you may need. Reduce the amount of information on paper and record it electronically.
Touch W to Write a Letter
Touch W and the letter headings and salutation are done. Just finish the message and press F9 to print. You can use plain or letter head stationary. Press F7 to save and F8 to recall letters.
CAP Automation
3737 Ramona
Fort Worth, Texas 76116
(817) 560-7007
Henry Brown
Ajax Corporation
1234 Main Street
Fargo, ND 99987
(887) 222-3984
Dear Henry,
Press W and this much of the letter is done for you. Use plain paper or letterhead. Press F9 when ready to print. Press F7 to save and F8 to recall letters by name.
This is the fastest way to contact your customers and suppliers by letter.
Touch W to Quickly Write a Letter
For Inventory History
Touch H (History) to see a summary of the quantity sold each month and year.
Item Sales History at a Touch
Touch H to see an instant summary of an item's sales history with the quantity and dollar amount sold and returned each month and year.
The History Graph is excellent for showing the quantity sold (shown in blue), the received amount (shown in green), and the average cost.
The History Graph is one of the best ways to view an item's selling ability. You can check how many you have sold over the last year or quarter versus the number you receive. Then view the totals, averages, minimums, and maximums of cost to determine the best quantity to order.
Best Deal Calculator
One of the greatest features of CAP BuyWise is the ability to know which deals, offered by the vendor, are best.
Best Deal Calculator
CAP BuyWise will go through your sales history and automatically figure how to maximize profit when you order.
Use the Best Deal Calculator to evaluate different bids and choose the best deal.
Touch K (Kits) to See Kit Contents.
Press K to see the contents of a kit including quantity, item number and cost.
Kit Contents (Bill of Materials)
Touch L (List) to see List
List Items
…and optionally, create a custom report
Data to List
Save custom list templates, recall them, and use them repeatedly.
Touch S (Serialized) to See Serial Numbers.
Serialized Inventory
Retrieve all the paperwork for a serialized item by just entering the serial number. This saves a lot of time when processing warranty claims and returns.
Touch W (warranty) to See Warranty Information.
Retrieve all the information for a warranty claim just by entering the serial number. Use the UP / DN arrows to highlight a serial number or enter the serial number. Determine the date sold, how many days ago it was sold, the sales invoice number (which can be recalled and printed), the vendor and invoice on which it was received. Press F6 to return a serialized item to stock.
Warranty Information
Retrieve all the information for a warranty claim by just entering the serial number.
Security Monitor (Reduce Theft and Shrinkage)
CAP WinReports' unique clerk performance monitor makes clerk exceptions stand out and easy to detect. See who is doing voids, discounts, returns and canceling sales in dollars and percent. Also, see which clerks are the most effective. Display total sales and number of transactions in dollars and percent.
Clerk Performance Monitor
Press F4 at the Sell Items screen and find, review, re-print, void and unvoid any transaction. (Password access enabled.) Find by invoice number, date or customer. It is very nice to be able to browse through the transactions for just one customer without seeing the many other transactions. Find, review, re-print, void and unvoid any transaction.
Touch Transactions Reports
Inventory - Description Report
List inventory exactly as you want. Select the order (alphabetical by Description, Numerical by Number, etc.), set the range (the entire inventory or start and end somewhere in between), then select which fields and where they appear on the report. You can save the definition and recall it for repeated use. Here is a sample:
Inventory - Description Report
Here we have designed a price list to post for customers. It is in alphabetical order by Description and shows the Quantity On Hand and Sub-Description.
Inventory - Retail Price List
See the quantity sold, by item, for any date range.
Inventory - History (Sales)
See the Average Quantity Sold Each Day, by item, for any date range, with Vendor and Cost.
Inventory Item Sales Rate
Inventory Stock Check List
Now we have designed a list for checking the quantity on hand, that is, for doing a physical count. The second column, for writing the quantity counted, is added by selecting the field labeled <blank>.
Inventory - Inventory Check
Inventory Check without Showing Quantity
Here is a list that doesn't show the quantity on hand. You may not want the person taking the count to know what is expected. The price is shown so that Shelf Label Prices may be verified at the same time.
Inventory - Inventory Check Without Showing Quantity
Inventory Price Levels
Each item can have up to 94 price levels that are triggered when a customer is selected from Names. Here we have three levels, A, B and C.
Inventory - Price Levels
This reveals the true value or actual amount paid for the inventory in stock for income tax reporting. The net value is the replacement value based on last cost. You see exactly how many items are in stock.
Inventory Value Analysis
See the items that have a quantity greater than the suggested maximum.
Over Stock List
Inventory Items with Zero Sales
Identify the items that have never sold.
Inventory Items with Zero Sales
Under Stocked Vendors
Use the understock report to automatically generate PO's for those items that you lack. Using the understock report, you do not have to track down those items that you need.
Item Order
Know the inventory status of every item that you are ordering. From the number you are ordering in this PO to how many you have on hand to how much each item costs, the Item Order screen gives you all the information you need.
Item Sales and Receiving History Graph
Select View to see how many were sold, and received, each week for any date range. This is a case where a graph gives a better feel for stock movement than a column of numbers.
Item Sales and Receiving Graph
Customer Names and Vendor Reports
Since the names and vendor databases are similar, and the names database has more features, we'll describe only the names.
The names database holds customer information; name, address, contact notes, correspondence, purchasing history, sales history and payment records. Sales on account and payments are recorded in real time so the account is always up to the second at every station on the network.
User Defined Lists
Lists can be defined for names and vendors much like the inventory lists we looked at earlier. The list definitions can be saved and recalled for future use. Lists can be printed, saved in a text file and used to print mailing labels with PostNet Bar Codes.
Customer Purchases History
See the history of purchases for a customer with just a touch of a key.
Customer History of Purchases
Customer Balance Due - Charges and Payments
Select Owe to quickly see the detail of all charges, payments and the balance on the customer's account.
Customer Balance Due
Sample Graphs
Gross Income
Every business wants to grow. With CAP WinReports, you can see if your business is doing just that. See how sales or gross income has changed over the lifetime of your business.
Yearly Comparisons (Gross Income)
Gross Sales
Instantly See Sales by Year to Spot Trends
With the profit performance graph, you can virtually see how your income, expenditures, and profits have behaved within any one year. This is another great feature for monitoring your business' efficiency.
Sales Revenue
A remarkable feature, the clerk performance graph searches your sales data and automatically brings up any body who has made a sale and graphs one person's statistics against the rest. You can see whether a clerk is doing exceptions like voids, returns, and cancellations.
Clerk Comparison chart
Clerk Data
View actual data from chart
